Help & Support
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For managers
How do I add a guard to my organization?
Go to Team in the dashboard sidebar. You can either share your organization's invite code for a guard to enter in the mobile app, or send a direct email invite from the Team page — both create a pending account the guard activates from their phone.
How does a guard clock in and out?
From the mobile app's shift screen, a guard taps Clock In / Clock Out. Location is checked against the site's geofence at that moment; if they're outside it, the shift's attendance record is flagged so you can see it in Attendance or the guard's detail page.
How do I set up patrol checkpoints?
Open a site's detail page, add checkpoints, and print or download the generated QR codes to place at each patrol point. A guard can only scan a checkpoint while clocked in at that site, so scans can't be faked from off-site.
How does Auto-roster work?
Auto-roster (in the sidebar) proposes a guard for every unassigned shift in a date range in one pass, using each guard's proximity, availability, and site eligibility. You review and can override any suggestion before applying them all at once.
What's the difference between Cover Requests, Staffing Requests, and Auto-roster?
Auto-roster fills shifts you haven't assigned yet. Cover Requests handles a shift that's already assigned but the guard can no longer work it — it notifies a shortlist of eligible, opted-in guards so someone can claim it quickly. Staffing Requests are new coverage asks submitted by a client through their portal, which you review and turn into shifts.
What does the Verify button on a guard's licence do?
For QLD, ACT, and NSW security licences, Verify checks the licence number directly against that state's official register and shows whether it matched, its status, and its expiry date. It's a convenience signal to speed up your review, not a compliance guarantee — always double-check anything flagged as a mismatch or not found. Other states don't have an automated check yet, so you'll see a manual link to that state's register instead.
What is the compliance radar on the Overview page?
It's the list of guards needing your attention for insurance, vehicles, inductions, or licences — including, for QLD/ACT/NSW guards, anyone whose licence has never been run through the automated register check above, or whose last check came back unmatched or with a name that doesn't look right. Click through to a guard's page to review and verify. The same radar is also available on manager mobile, under Compliance.
How do clients see what's happening at their site?
Invite them from the Clients page with the specific sites they should see. They get a read-only portal showing who's on site right now, recent checkpoint scans, and any open incidents at their sites — no phone calls needed.
How do I export payroll data?
The Reports page lets you pick a date range and export either a summary CSV or a detailed payroll CSV, broken down per guard with hours worked and any pay-rate loadings you've configured in Organization settings.
A guard says they're not getting shift or push notifications — what do I check?
Confirm they've allowed notifications for the app on their phone (iOS: Settings → the app → Notifications; Android: same via the app's system settings). They also need to have opened the app at least once while logged in, since that's when it registers for notifications.
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